Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hooper is a wealth advisor with Kingsview Wealth Management, LLC, a firm based in Grants Pass, Oregon, with branch offices in Seattle, Washington. David has over 20 years of experience in the financial services industry, having previously worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Seattle-Northwest Securities Corporation. David is registered in Texas and Washington as an Investment Advisor Representative (IAR). David specializes in financial planning, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies. David works with a variety of clients including individuals, high-net-worth individuals, corporations, investment companies, charitable organizations and pension plans. David also provides pro-bono financial planning services for Washington Physicians Health Program, a medical-focused non-profit.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
12/07/2019 - Present
Kingsview Wealth Management, LLC (Seattle WA)
WA
01/03/2011 - 12/11/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
WA
08/30/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
CA
03/06/2002 - 09/10/2002
BUTLER LARSEN PIERCE & COMPANY, INC. (SAN RAMON CA)
TX
09/13/1999 - 08/31/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/03/1996 - 07/23/1999
TITUS & DONNELLY LLC (NEW YORK NY)
WA
02/21/1996 - 06/03/1996
SEATTLE-NORTHWEST SECURITIES CORPORATION (SEATTLE WA)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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